Approval Workflow + Task Assignment

Hello!

I have used automated workflows in the past, but this is my first time trying to use the "Request an Approval" workflow.

I was able to get this workflow set up on my sheet, but I was hoping that I could set it up in such a way that I could have my reviewer not only approve/decline the submitted row but also then assign a task to another team member in the same step.

Is a two-part approval/update like this possible or do I have to set it up so that the reviewer receives a second email after approving/denying the row that asks for them to update another field with the new team member assignment?

Thanks for any help you can provide!

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi @LBenjey

    I hope you're well and safe!

    Unfortunately, combining them is impossible now, but it's an excellent idea!

    Please submit an Enhancement Request when you have a moment.

    • You'd have to do the Approval and then send an Update Request (could be automated)

    Would that work?

    I hope that helps!

    Be safe and have a fantastic week!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Thanks! I did get it set up that way, and I think that might work for now, even if it isn't the optimal solution.

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    @LBenjey

    Excellent!

    Happy to help!

    Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.